Executive – Personal Financial Services (Operations & Customer Service)

Job title: Executive – Personal Financial Services (Operations & Customer Service)

Company: Hong Leong Bank


Job description: If you are looking to excel and make a difference, take a closer look at us…Sales & Service

• Providing superior service to branch customers and cross selling of bank products as applicable
• Required to carry clear sales targets for specific products
• Assist in the management of branch queue time as per the Bank’s approved Service Level Agreement
• Learning and using I-Pads/other devices (if applicable to branch) for customers service/ cross selling
• Perform Meeter-Greeter/Navigator role on rotational basis / as applicable
• Assist in calling up customers for service / sales interactions
• Stepping out of the branch to meet customers for service / sales discussions occasionally / as applicable
• Support Bank’s Digital Transformation initiatives
• Accepting assignments as required to maintain adequate staffing levels throughout branch network within the Region.

Operations

• Accept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank from time to time) in a timely and accurate manner.
• Over-riding of transactions.
• Perform Self-Audit Check diligently as required
• Comply to Bank’s internal SOPs as applicable
• On stand-by during weekend for SST activities / as applicable
• Perform Relief CSOM functions / as applicable
• Responsible for overall branch cash holding and end of day cash balancing (applicable for Chief Cashier)
• Comply to staff rotation guidelines through inter-branch/region transfer as part of operational risk mitigation
• Observe the Bank’s Code of Conduct & Ethics

Other Responsibilities

• Maintaining confidentiality of customers and Bank’s information in a responsible manner
• Keeping a clean, organized work area and maintain a professional appearance
• Attending all trainings as applicable including e-learning/Smart-up
• Filing of reports
• Occasionally help in branch housekeeping activities, including but not limited to moving of carton boxes, retrieving of vouchers from storage, etc.
• Carrying out other duties as assigned periodically.

Managerial

• Supervise clerical staff where applicable
• Support a conducive working environment among team members

Organizational

• Represent HLB in relationship building with the community
• Provide support to the Branch Manager/Customer Service and Operations Manager to deliver the expected levels of Customer Service, Cross Selling (for products applicable) and contribute to Operational control and compliance as specified by the Bank.

Requirements:

• Minimum diploma holder and above
• Related working experience in Financial Institution or related field
• Possess Customer interaction / cash handling / transaction processing / sales experience
• Licensing Requirements: FIMM / UT license, PCE & TBE licenses

About Hong Leong BankWe are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.Realise your full potential at Hong Leong Bank by applying now.

Expected salary:

Location: Seri Kembangan, Selangor

Job date: Tue, 12 Aug 2025 07:35:18 GMT

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